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It Doesn't Matter Until It Matters
The Compound and Friends
Where Are We in Rating Cycle?
Where are we in rating cycle? So facebook was trading 25, 30 times earnings for the past couple of ears. And now it's 17. On a forward basis, it's 15. You could easily make the case that facebook is cheap. I'm not going to get that far in front and try to guess where the bottom is. That monetary tail wind is now a head wind. We just don't we saw an i in two thousand to two thousand too.
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